Fortress Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Fortress Wealth Management, Inc.
- $177 Million
- Q4 2024
A detailed history of Fortress Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 410,331 shares of AVLV stock, worth $26.5 Million. This represents 15.5% of its overall portfolio holdings.
Number of Shares
410,331
Previous 384,980
6.59%
Holding current value
$26.5 Million
Previous $25.3 Million
8.1%
% of portfolio
15.5%
Previous 14.07%
Shares
12 transactions
Others Institutions Holding AVLV
# of Institutions
351Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$528 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$127 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$123 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$122 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$114 Million0.1% of portfolio